Anne is Co-Managing Principal and Director of Investments in the Hunt Valley headquarters of Asset Strategy Consultants. Anne is responsible for researching investment managers, primarily of alternative strategies, and conducting and overseeing special asset class projects.

She has over 30 years of experience in the investment management industry. Prior to joining Asset Strategy Consultants in 2006, Anne spent three years as Director of Client Service with Legg Mason Capital Management. She began her career with Investment Counselors of Maryland. Her role during her 12 years with ICM included managing all aspects of institutional and high net worth accounts from portfolio management to performance analysis, and client service.

Anne graduated Cum Laude from the University of Richmond with a Bachelor of Science in Mathematics and holds an MBA in Finance from Loyola College. She has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Baltimore. She has completed the Callan College for Fiduciary Training.

John is a Principal and Director of Investment Research in the Hunt Valley Headquarters of Asset Strategy Consultants.

John is responsible for investment manager searches and performance attribution reports, quarterly client reporting, analysis of alternative investments, research of the capital markets, and other analytical projects. He also manages the Hunt Valley analytical staff of five professionals.

John is a graduate of the University of Maryland with a B.S. in both Finance and Accounting. John has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Baltimore and the AICPA.

 

John is a Principal and Director of Investment Research in the Hunt Valley Headquarters of Asset Strategy Consultants.

John is responsible for investment manager searches and performance attribution reports, quarterly client reporting, analysis of alternative investments, research of the capital markets, and other analytical projects. He also manages the Hunt Valley analytical staff of five professionals.

John is a graduate of the University of Maryland with a B.S. in both Finance and Accounting. John has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Society of Baltimore and the AICPA.

 

In April of 2026, after 34 years of leadership at ASC, Alfred J. Morrison retired. Al, along with Charles E. “Ted” Herget, Jr. (May 2, 1939 – March 23, 2023, co-founded ASC in 1991. Al served as Managing Principal and Senior Consultant in the Hunt Valley headquarters, and most recently as Chairman.

Al was instrumental in developing the firm`s affiliation with Callan Associates from 1991 to 2023. He also helped to expand the firm’s growth in employee numbers as well as adding several regional offices over the years.

Al enjoyed presenting on topics such as the Employee Retirement Income Security Act of 1974 (ERISA), as well as writing white papers covering “Fiduciary Duty.” He also lectured to the Sellinger Scholars at the Sellinger School of Business at Loyola College on “Institutional Investing.”

In July 2008, Al was nominated as Consultant of the Year in the 2008 Nonprofit Awards for Excellence, which was sponsored by Foundations & Endowments Money Management.

Al earned his Bachelor of Science Degree in Business Administration from the University of Dayton. Upon graduation, he entered the United States Air Force, obtaining the rank of Captain. After receiving an Honorable Discharge from the Air Force, he began his career in the financial services industry where he was employed by DuPont, Walston & Company, and Merrill Lynch Pierce Fenner & Smith.

When Al’s retirement was announced in October of 2025 and the ASC leadership transition was solidified, he said …

“Serving our clients in a fiduciary capacity for the past 34 years has been the honor of a lifetime. I have great confidence in Anne Hernandez and Juan Buendia to lead the business going forward and to continue ASC’s mission to place our clients’ interests first and prudently advise them in the pursuit of their investment goals. Having completed the ownership and management transitions, I can now look forward to my retirement with my wife Kakki and enjoying more time with my children and grandchildren.”

We thank Al for his many years of service to clients and dedication to ASC and wish him all the best in his well-deserved retirement.